Stop settling for “ethical” funds that hide dirty secrets. Tell us which industries to blacklist – like fossil fuels, weapons, or tobacco – and we’ll build you a transparent portfolio of individual stocks. No vague scores. No black boxes. Just a strategy you can finally see through.
Illustrative only. Not actual client results. The illustration is a result of your own user inputs and does not constitute a recommendation, or an example of past results of a recommended portfolio. Investments involve risk and past performance does not guarantee future results.
The problem is, most “ethical” funds don’t care.
Pre-packaged portfolios, funds, and ETFs often include companies you’d rather avoid – big oil, fast fashion, or tobacco – even when they claim they don’t.
Honestly empowers you to exclude industries that don’t match your values and focus on the ones that do.
We handle the research and portfolio building, keeping investing simple, so you get a portfolio that reflects what you believe in.
Select from 14+ industries and practices – like fossil fuels, tobacco, gambling, etc – you want to keep out of your portfolio.
Use our portfolio builder to get a diversified portfolio of individual stocks with every single holding visible. No black boxes. No hidden positions.
When you're ready, your investments are held at Charles Schwab in your own account.
| Honestly | ESG Funds & ETFs | Financial Advisors | Robo-Advisors | |
|---|---|---|---|---|
| Values you control | ||||
| Transparent holdings | ||||
| Personalisation | ||||
| All-in simple pricing | ||||
| Built around your beliefs |
Invest in what you believe in, without the guesswork
We can help you transfer and consolidate existing accounts from other institutions.
Monitor your financial performance and social impact whenever you'd like
If you invest $10,000, your annual fee is $100.
That covers everything: your custom portfolio, your advisor, full transparency, and ongoing optimisation.
Your fee only changes as your account grows. When you win, we win.
You get the freedom of a modern platform with the security of a name you already trust.
Your investments are held in your own account at Charles Schwab, one of the largest and most trusted custodians in the world.
One fee: 1% of your assets per year. On a $10,000 portfolio, that’s $100 annually. That covers your custom portfolio, ongoing rebalancing, a personal financial advisor, and full portfolio monitoring. No setup fees, no trading commissions, no exit fees.
Yes. Honestly uses hard exclusions, not tilts or underweights. If you exclude fossil fuels, no oil and gas companies appear in your portfolio at all. You choose from 14+ industry categories and anything you flag is completely removed before your portfolio is built.
You can currently exclude 14+ categories including fossil fuels, tobacco, weapons and defence, fast fashion, gambling, alcohol, animal testing, private prisons, and more. You choose as many or as few as you like.
Even if you’re new to investing, Honestly makes it easy to get started. Our advisors help you build a portfolio that fits your values — and keeps pace with your financial goals.
Custom portfolio. Total transparency. Strong returns.This is ethical investing without compromise.